| Citrine Capital LLC | 0002053242 | Jan 20, 2026 | 46 | $215.4M |
| Pacific Wealth Management | 0001852338 | Feb 12, 2026 | 22 | $215.4M |
| Jackson Hill Advisors, LLC | 0001911159 | Feb 10, 2026 | 12 | $215.6M |
| Notis-McConarty Edward | 0001592616 | Feb 17, 2026 | 72 | $215.6M |
| Financial Futures Ltd Liability Co. | 0001911616 | Jan 23, 2026 | 69 | $215.8M |
| Battery Global Advisors, LLC | 0001582272 | Feb 13, 2026 | 234 | $215.8M |
| Mirabaud Asset Management Ltd | 0001680493 | Feb 4, 2026 | 43 | $215.9M |
| Knott David M Jr | 0001892770 | Feb 12, 2026 | 87 | $215.9M |
| Legal Advantage Investments, Inc. | 0001841769 | Jan 14, 2026 | 83 | $216.0M |
| Aberdeen Wealth Management LLC | 0001802654 | Feb 12, 2026 | 176 | $216.0M |
| Chronos Wealth Management, LLC | 0001801792 | Jan 23, 2026 | 39 | $216.0M |
| Cunning Capital Partners, LP | 0001571075 | Feb 11, 2026 | 56 | $216.1M |
| GoalFusion Wealth Management, LLC | 0001895678 | Jan 6, 2026 | 27 | $216.2M |
| Norway Savings Bank | 0001692227 | Jan 8, 2026 | 105 | $216.2M |
| EnCap Energy Capital Fund X, L.P. | 0001636722 | Feb 17, 2026 | 1 | $216.2M |
| venBio Partners LLC | 0001776382 | Feb 17, 2026 | 6 | $216.3M |
| Capital Today Evergreen Fund, L.P. | 0001625502 | Feb 10, 2026 | 3 | $216.3M |
| Melia Wealth LLC | 0001964047 | Feb 9, 2026 | 23 | $216.3M |
| Kerusso Capital Management LLC | 0002029597 | Jan 28, 2026 | 53 | $216.4M |
| Sage Capital Management, LLC | 0002030667 | Jan 15, 2026 | 161 | $216.4M |
| Armstrong, Fleming & Moore, Inc | 0001990099 | Jan 16, 2026 | 105 | $216.5M |
| Bluedoor Private Wealth, LLC | 0002110994 | Feb 17, 2026 | 146 | $216.7M |
| Southern Capital Advisors, LLC | 0001909249 | Jan 28, 2026 | 84 | $216.8M |
| Western Standard LLC | 0001517666 | Feb 3, 2026 | 25 | $216.8M |
| Cascade Wealth Advisors, Inc | 0002018936 | Feb 4, 2026 | 57 | $216.9M |
| One Plus One Wealth Management, LLC | 0001860132 | Jan 15, 2026 | 101 | $216.9M |
| Hippocratic Financial Advisors, LLC | 0002055803 | Jan 20, 2026 | 28 | $216.9M |
| Fogel Capital Management, Inc. | 0002011427 | Feb 2, 2026 | 50 | $217.0M |
| Wealth Management Strategies, Inc. | 0002057285 | Feb 17, 2026 | 39 | $217.1M |
| Trust Co of Kansas | 0001803988 | Feb 11, 2026 | 55 | $217.2M |
| Fairtree Asset Management (Pty) Ltd | 0002059365 | Feb 6, 2026 | 101 | $217.3M |
| Ergawealth Advisors, Inc. | 0001973209 | Jan 21, 2026 | 54 | $217.3M |
| Maripau Wealth Management LLC | 0001890698 | Feb 17, 2026 | 154 | $217.4M |
| RWQ Financial Management Services, Inc. | 0001846544 | Feb 2, 2026 | 20 | $217.4M |
| Dilation Capital Management LP | 0001922880 | Feb 9, 2026 | 19 | $217.4M |
| Cohen Investment Advisors LLC | 0001845081 | Jan 15, 2026 | 78 | $217.5M |
| IRON Financial LLC | 0001595509 | Jan 22, 2026 | 132 | $217.6M |
| Endowment Wealth Management, Inc. | 0001904477 | Feb 9, 2026 | 151 | $217.6M |
| Ridgepath Capital Management LLC | 0001943071 | Feb 4, 2026 | 46 | $217.8M |
| Financial Planning Navigators CORP | 0002102043 | Jan 16, 2026 | 47 | $217.9M |
| Ayrshire Capital Management LLC | 0001801563 | Jan 28, 2026 | 49 | $217.9M |
| Fearnley Asset Management As | 0002056821 | Mar 3, 2026 | 21 | $217.9M |
| PFS Partners, LLC | 0002002654 | Jan 16, 2026 | 590 | $217.9M |
| Long Corridor Asset Management Ltd | 0001845501 | Feb 12, 2026 | 20 | $217.9M |
| Byrne Financial Freedom, LLC | 0002063947 | Feb 4, 2026 | 99 | $217.9M |
| Knoll Capital Management, LLC | 0001325083 | Feb 17, 2026 | 33 | $218.0M |
| LYNX Capital Group Ltd. | 0001013287 | Aug 12, 2026 | 86 | $218.1M |
| Optimist Retirement Group LLC | 0002011850 | Feb 9, 2026 | 113 | $218.3M |
| Woodward Diversified Capital, LLC | 0001846177 | Jan 14, 2026 | 184 | $218.3M |
| Finley Financial, LLC | 0002047823 | Jan 21, 2026 | 109 | $218.3M |
| Mosley Wealth Management | 0002011849 | Feb 12, 2026 | 154 | $218.5M |
| PACK Private Wealth, LLC | 0001907212 | Feb 17, 2026 | 56 | $218.7M |
| MOR Wealth Management, LLC | 0002092389 | Jan 15, 2026 | 105 | $218.8M |
| Nipun Capital, L.P. | 0001781566 | Feb 12, 2026 | 11 | $219.1M |
| Ravenstone Capital Management Inc. | 0002086041 | Jun 26, 2026 | 41 | $219.2M |
| Taylor Securities Services, Inc. | 0002115182 | Mar 5, 2026 | 54 | $219.2M |
| Retirement Guys Formula LLC | 0001933059 | Jan 23, 2026 | 150 | $219.3M |
| Mad River Investors | 0001384484 | Feb 6, 2026 | 34 | $219.4M |
| Alpha Family Trust | 0001568991 | Feb 12, 2026 | 195 | $219.5M |
| Rockingstone Advisors LLC | 0002027176 | Jan 28, 2026 | 112 | $219.5M |
| Yoder Wealth Management, Inc. | 0001973967 | Jan 22, 2026 | 119 | $219.6M |
| Horizon Financial Services, LLC | 0001674020 | Jan 12, 2026 | 404 | $219.8M |
| Tandem Capital Management Corp. | 0000873759 | Jan 23, 2026 | 115 | $219.8M |
| Elite Financial, Inc. | 0002059349 | Feb 12, 2026 | 54 | $219.9M |
| Cooper/Haims Advisors, LLC | 0001654033 | Feb 11, 2026 | 99 | $220.0M |
| Lakeridge Wealth Management LLC | 0002012028 | Jan 7, 2026 | 156 | $220.0M |
| Heritage Family Offices, LLP | 0002019316 | Jan 12, 2026 | 202 | $220.0M |
| Causey Wealth LLC | 0002132639 | May 8, 2026 | 72 | $220.2M |
| Forte Asset Management LLC | 0001927129 | Jan 16, 2026 | 73 | $220.2M |
| Seamount Financial Group Inc. | 0002011267 | Jan 26, 2026 | 132 | $220.2M |
| Team Financial Group, LLC | 0001845163 | Jan 13, 2026 | 267 | $220.4M |
| Grand Wealth Management, LLC | 0001939443 | Jan 26, 2026 | 84 | $220.5M |
| Robbins Farley | 0001847820 | Jan 23, 2026 | 146 | $220.5M |
| Sunesis Advisors, LLC | 0001748269 | Feb 2, 2026 | 53 | $220.8M |
| Forager Capital Management, LLC | 0001802986 | Feb 17, 2026 | 11 | $220.9M |
| Transcendent Capital Group LLC | 0002013703 | Jan 26, 2026 | 117 | $220.9M |
| Castlekeep Investment Advisors LLC | 0001404780 | Feb 10, 2026 | 90 | $220.9M |
| Gildi - lifeyrissjodur | 0002108148 | Feb 2, 2026 | 2 | $221.1M |
| Brentview Investment Management LLC | 0002052564 | Feb 10, 2026 | 66 | $221.2M |
| Silver Oak Advisory Group, Inc. | 0001906937 | Feb 3, 2026 | 75 | $221.2M |
| Mitchell Sinkler & Starr | 0001048921 | Feb 11, 2026 | 139 | $221.3M |
| LRZ Capital LLC | 0002111919 | Feb 18, 2026 | 17 | $221.5M |
| True Light Capital Pte. Ltd. | 0002107386 | Feb 6, 2026 | 8 | $221.6M |
| General Catalyst Group Management, LLC | 0001637946 | Feb 17, 2026 | 7 | $221.7M |
| Gunderson Capital Management LLC | 0001792397 | Jan 15, 2026 | 40 | $221.9M |
| Islander Capital Partners, L.P. | 0002081714 | Feb 13, 2026 | 14 | $221.9M |
| Entrewealth, LLC | 0002052200 | Feb 13, 2026 | 96 | $221.9M |
| Advantage Trust Co | 0002009346 | Jan 29, 2026 | 122 | $222.0M |
| Core Wealth Partners LLC | 0001965078 | Feb 17, 2026 | 173 | $222.1M |
| Sterneck Capital Management, LLC | 0001438574 | Jan 22, 2026 | 109 | $222.1M |
| Powers Capital, LLC | 0002056287 | Feb 5, 2026 | 2 | $222.1M |
| Sandler Capital Management | 0001000742 | Feb 17, 2026 | 108 | $222.2M |
| Leslie Global Wealth, LLC | 0001954832 | Feb 2, 2026 | 72 | $222.2M |
| NorthStar Asset Management LLC | 0002011587 | Feb 10, 2026 | 108 | $222.3M |
| Bandera Partners LLC | 0001399386 | Feb 13, 2026 | 13 | $222.5M |
| McCarter Private Wealth Services LLC | 0002036922 | Feb 10, 2026 | 154 | $222.5M |
| Darrow Company, Inc. | 0001908169 | Jan 27, 2026 | 59 | $222.5M |
| Menlo Advisors LLC | 0001279708 | Sep 10, 2026 | 30 | $222.6M |
| Peak Financial Advisors LLC | 0001843309 | Jan 12, 2026 | 87 | $222.6M |
| Alpine Investment Management Ltd | 0001964631 | Feb 13, 2026 | 7 | $222.6M |